Endurance Wealth Management’s Moderna MRNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $36K | Hold |
300
| – | – | ﹤0.01% | 376 |
|
|
2023
Q1 | $46K | Hold |
300
| – | – | 0.01% | 355 |
|
|
2022
Q4 | $54K | Hold |
300
| – | – | 0.01% | 319 |
|
|
2022
Q3 | $35K | Hold |
300
| – | – | 0.01% | 361 |
|
|
2022
Q2 | $43K | Hold |
300
| – | – | 0.01% | 342 |
|
|
2022
Q1 | $52K | Sell |
300
-150
| -33% | -$26K | 0.01% | 344 |
|
|
2021
Q4 | $114K | Hold |
450
| – | – | 0.01% | 271 |
|
|
2021
Q3 | $173K | Hold |
450
| – | – | 0.02% | 226 |
|
|
2021
Q2 | $105K | Hold |
450
| – | – | 0.01% | 281 |
|
|
2021
Q1 | $59K | Hold |
450
| – | – | 0.01% | 343 |
|
|
2020
Q4 | $47K | Hold |
450
| – | – | 0.01% | 331 |
|
|
2020
Q3 | $32K | Hold |
450
| – | – | ﹤0.01% | 352 |
|
|
2020
Q2 | $29K | Sell |
450
-300
| -40% | -$19.3K | ﹤0.01% | 364 |
|
|
2020
Q1 | $22K | Buy |
+750
| New | +$22K | ﹤0.01% | 356 |
|